Closed-End Funds and Term Trusts can play a key role in a balanced portfolio, providing potential for enhanced income and capital appreciation.


Closed-End Fund Quick Links

Return of Capital Demystified

Understand what it means to receive a nondividend, or return of capital, distribution

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Equity Dividend Income Closed-End Fund Guide

Overview of fund investment objectives and key portfolio characteristics

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Equity Option Closed-End Fund Guide

Overview of fund investment objectives and key portfolio characteristics

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State of the states: How do they rank

December 2020

Positive outlook for high-yield market in 2021

December 2020